HOG icon

Harley-Davidson
HOG

Overview Fund Activity

427 hedge funds and large institutions have $4.14B invested in Harley-Davidson in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 117 increasing their positions, 158 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
-6
Holders Change %
-1.39%
% of All Funds
6.73%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
51
Increased
117
Reduced
158
Closed
56
Calls
$65.2M
Puts
$94.1M
Net Calls
-$29M
Net Calls Change
+$19.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$264M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$135M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$60.4M
4
JGC
J. Goldman & Co
New York
$15.9M
5
FCM
Freshford Capital Management
New York
$30.4M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$6.73M
2
Boston Partners
Boston Partners
Massachusetts
$234M
3
MRCP
Maple Rock Capital Partners
Ontario, Canada
$0
4
BC
Brahman Capital
New York
$0
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
401
Sunbelt Securities
Texas
$1.34K – – –
BWA
402
BDO Wealth Advisors
Florida
$1.16K – – –
EWA
403
EverSource Wealth Advisors
Alabama
$1.16K +$176 +5 +18%
EWM
404
Evermay Wealth Management
Virginia
$1.13K – – –
CFD
405
Creative Financial Designs
Indiana
$1.12K – – –
BBHC
406
Brown Brothers Harriman & Co
New York
$1.09K – – –
TFM
407
TFC Financial Management
Massachusetts
$1.06K +$317 +9 +43%
BIA
408
Bell Investment Advisors
California
$1.06K +$1.06K +30 New
DI
409
Disciplined Investments
Oklahoma
$1.06K -$106 -3 -9%
VNA
410
Valley National Advisers
Pennsylvania
$1K – – –
CSB
411
City State Bank
Iowa
$1K – – –
ADL
412
Asset Dedication LLC
California
$1K – – –
JGIA
413
Jackson Grant Investment Advisers
Connecticut
$986 – – –
MRCM
414
M&R Capital Management
New Jersey
$880 – – –
BAAM
415
Baker Avenue Asset Management
California
$739 -$809 -23 -52%
HI
416
Hoey Investments
Pennsylvania
$705 – – –
SSB
417
Sandy Spring Bank
Maryland
$705 – – –
NFSG
418
Newbridge Financial Services Group
Florida
$669 – – –
MPWT
419
MassMutual Private Wealth & Trust
Connecticut
$563 -$1.62K -46 -74%
2L
420
25 LLC
Missouri
$541 +$541 +15 New
HS
421
Horan Securities
United States
$402 – – –
BWP
422
Baldwin Wealth Partners
Massachusetts
$352 – – –
Kayne Anderson Rudnick Investment Management
423
Kayne Anderson Rudnick Investment Management
California
$352 – – –
TWP
424
TFO Wealth Partners
Ohio
$317 – – –
BWL
425
Bogart Wealth LLC
Virginia
$282 – – –
15 16
17
18 19